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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
976
Marquette Asset Management
Minnesota
$1.61M -$2.45K -11 -0.2%
GPW
977
Gray Private Wealth
Massachusetts
$1.6M +$139K +621 +10%
LBC
978
Lowe Brockenbrough & Co
Virginia
$1.6M +$411K +1,843 +37%
PSF
979
Pacific Sun Financial
California
$1.6M -$81.2K -364 -5%
EW
980
Evoke Wealth
California
$1.6M +$311K +1,393 +26%
AWA
981
Aaron Wealth Advisors
Illinois
$1.59M +$23.2K +104 +2%
CNTOF
982
Canandaigua National Trust of Florida
New York
$1.59M -$172K -769 -10%
SWP
983
Sagespring Wealth Partners
Tennessee
$1.59M -$540K -2,420 -27%
IP
984
Investment Partners
Ohio
$1.58M -$7.81K -35 -0.5%
WJWM
985
Williams Jones Wealth Management
New York
$1.57M -$32.6K -146 -2%
TF
986
Tompkins Financial
New York
$1.56M -$2.4M -10,752 -62%
SFG
987
Sunburst Financial Group
Alabama
$1.56M -$892 -4 -0.1%
TWM
988
Topsail Wealth Management
North Carolina
$1.56M – – –
BIA
989
Bell Investment Advisors
California
$1.55M +$161K +723 +12%
SWA
990
Sightline Wealth Advisors
Connecticut
$1.55M +$5.35K +24 +0.4%
FCBT
991
First Citizens Bank & Trust
North Carolina
$1.54M -$679K -3,043 -32%
FLPIM
992
F.L. Putnam Investment Management
Massachusetts
$1.54M -$1.59M -7,132 -52%
GWM
993
GK Wealth Management
Nevada
$1.54M +$189K +845 +15%
PF
994
PlanWiser Financial
Colorado
$1.53M +$2.23K +10 +0.2%
GFP
995
Gryphon Financial Partners
Ohio
$1.53M +$93.3K +418 +7%
GWMIA
996
Global Wealth Management Investment Advisory
Florida
$1.52M +$37.3K +167 +3%
CFGSD
997
Compass Financial Group (South Dakota)
South Dakota
$1.51M -$44.4K -199 -3%
OFP
998
OFC Financial Planning
New Jersey
$1.5M +$23.9K +107 +2%
SSWG
999
Seven Springs Wealth Group
Tennessee
$1.5M – – –
KP
1000
Keel Point
Alabama
$1.5M +$107K +481 +8%
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